第5章 米国の金属に対する戦略的展望

国防におけるレアアース金属の利用

レアアース資源と産出の可能性

サプライチェーン上の課題

第111回議会におけるレアアース関連法

政策の選択肢

第6章 欧州の金属に対する戦略的展望

重大性の分析

重要原材料

第7章 米国のサプライチェーンの再構築

新しいレアアースの中国以外の調達先

価格高騰の影響：アプリケーション別

図表

目次

At the time of the alleged 2010 embargo, Chinese firms accounted for 97 percent of rare-earth oxide production and a large fraction of the processing business that turns these into rare earth metals, alloys, and products like magnets. This near-monopoly was in a market with surging demand and intense political resonance in consuming countries. And the most dependent countries-primarily Japan and the United States, but also several European states-happened to be those over which China most wanted influence. Prices soared in the REE spot market in the wake of China's 2010 export cuts, especially as downstream users-companies that incorporate REEs into other products-filled inventories to protect themselves from future disruptions.

Downstream markets are already adjusting to the changing supply picture through normal market mechanisms. This report presents a forecast of REE for a variety of technologies: semiconductors, HDDs, FPDs, mobile devices, LEDs, and alternative energy.